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Alerian MLP ETF
AMLP

Overview Fund Activity

540 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
8.52%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.22%
New
51
Increased
204
Reduced
182
Closed
48
Calls
$34.5M
Puts
$27M
Net Calls
+$7.48M
Net Calls Change
-$1.61M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$16M
2
Goldman Sachs
Goldman Sachs
New York
+$12M
3
Morgan Stanley
Morgan Stanley
New York
+$9.99M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.37M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$8.56M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$31.8M
2
Creative Planning
Creative Planning
Kansas
-$26.2M
3
CS
Credit Suisse
Switzerland
-$24.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$17M
5
MIM
Miller Investment Management
Pennsylvania
-$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
401
Spire Wealth Management
Virginia
$236K -$3.14K -80 -1%
RFC
402
Regions Financial Corp
Alabama
$235K -$313K -7,994 -57%
GHAM
403
Gilman Hill Asset Management
Connecticut
$235K -$18.2K -465 -7%
EFG
404
Ethos Financial Group
Pennsylvania
$232K – – –
RIA
405
Realta Investment Advisors
Delaware
$231K -$8.94K -228 -4%
HW
406
Hamilton Wealth
California
$227K +$980 +25 +0.4%
RH
407
RFG Holdings
Texas
$225K – – –
EWM
408
EPG Wealth Management
Georgia
$225K +$3.84K +98 +2%
KMWM
409
Keudell/Morrison Wealth Management
Oregon
$225K -$7.92K -202 -3%
TPCW
410
TD Private Client Wealth
New York
$224K -$60.5K -1,543 -21%
HWM
411
HB Wealth Management
Georgia
$223K – – –
CWS
412
Cypress Wealth Services
California
$220K +$1.73K +43 +0.8%
MCC
413
Money Concepts Capital
Florida
$219K -$887K -22,623 -80%
ECG
414
Edge Capital Group
Georgia
$218K +$218K +5,572 New
LA
415
LVW Advisors
New York
$218K +$14.5K +370 +7%
WB
416
WesBanco Bank
West Virginia
$214K -$139K -3,544 -39%
TFA
417
Teamwork Financial Advisors
Texas
$214K +$1.57K +40 +0.7%
DIA
418
Dana Investment Advisors
Wisconsin
$214K – – –
FWP
419
Firethorn Wealth Partners
Georgia
$209K -$61.2K -1,561 -23%
CW
420
Connectus Wealth
Ohio
$207K +$207K +5,292 New
CHJWM
421
Carlton Hofferkamp & Jenks Wealth Management
Texas
$207K -$8.18K -200 -4%
SEP
422
Southland Equity Partners
Missouri
$206K +$206K +5,259 New
GFG
423
Greystone Financial Group
Michigan
$203K -$320K -8,169 -61%
NSG
424
Nalls Sherbakoff Group
Tennessee
$203K +$262 +7 +0.1%
HCMT
425
Highland Capital Management (Tennessee)
Tennessee
$202K -$31.4K -800 -13%
15 16
17
18 19